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DFSV

Dimensional US Small Cap Value ETF

460 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 250 increasing their positions, 115 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

117% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $3.67B → $4.18B (+$511M)

6% more funds holding in top 10

Funds holding in top 10: 5457 (+3)

3% more funds holding

Funds holding: 447460 (+13)

0.26% more ownership

Funds ownership: 78.22%78.47% (+0.26%)

Holders
460
Holders Change
+13
Holders Change %
+2.91%
% of All Funds
6.04%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.75%
New
35
Increased
250
Reduced
115
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
176
NKCFO LLC
Illinois
$2.82M +$2.76M +88,450 New
SFG
177
SNS Financial Group
Minnesota
$2.79M -$71.8K -2,297 -3%
BEW
178
Burton Enright Welch
California
$2.76M +$25.4K +814 +0.9%
CL
179
CSS LLC
Illinois
$2.73M +$1.34M +42,780 +100%
TIAM2
180
Tru Independence Asset Management 2
Oregon
$2.73M -$339K -10,858 -11%
VAG
181
Vannoy Advisory Group
Texas
$2.71M +$24.2K +775 +0.9%
AUB
182
Atlantic Union Bankshares
Virginia
$2.61M +$232K +7,438 +10%
AA
183
Alpha Advisors
Virginia
$2.61M +$586K +18,743 +30%
SC
184
Schubert & Co
Texas
$2.54M +$32K +1,023 +1%
NWM
185
Northwest Wealth Management
Iowa
$2.53M +$250K +8,017 +11%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$2.47M +$166K +5,309 +7%
RGC
187
Roberts, Glore & Co
Illinois
$2.41M -$59.1K -1,893 -2%
VW
188
Vance Wealth
California
$2.41M +$171K +5,460 +8%
SIS
189
Strategic Investment Solutions
Illinois
$2.38M -$401K -12,824 -15%
VFG
190
V2 Financial group
Illinois
$2.37M +$92.1K +2,948 +4%
LFGO
191
Legacy Financial Group (Oklahoma)
Oklahoma
$2.36M +$21.6K +692 +0.9%
EK
192
Evensky & Katz
Florida
$2.3M +$3.9K +125 +0.2%
RWM
193
Ruedi Wealth Management
Illinois
$2.3M +$130K +4,169 +6%
BMWS
194
Brady Martz Wealth Solutions
North Dakota
$2.29M +$109K +3,474 +5%
NSG
195
Nalls Sherbakoff Group
Tennessee
$2.25M +$156K +4,997 +8%
LA
196
Lindenwold Advisors
Pennsylvania
$2.24M +$751K +24,023 +52%
P
197
&Partners
Tennessee
$2.24M +$1.81M +57,823 New
KWA
198
Kingswood Wealth Advisors
California
$2.2M +$28.8K +921 +1%
MCM
199
MAI Capital Management
Ohio
$2.11M +$18.8K +603 +0.9%
GCM
200
Gibraltar Capital Management
Oklahoma
$2.1M +$184K +5,875 +10%